Wholesale accounts, discounts, and orders

Wholesale and trade accounts get their own customer type, their own discounts, and the option to buy from a catalog you control.

On this page

• Wholesale and DTT compliance
• Create a wholesale customer account
• Wholesale and trade discounts
• Place an order
• Set up a separate product catalog
• Damaged or lost orders
• Reports

Wholesale and DTT compliance

Direct-to-consumer (DTC) and wholesale sales work differently. On DTC orders, Vinoshipper handles compliance for you. Wholesale — also called direct-to-trade (DTT) — does not work that way. Here's what to know before you place a wholesale order.

• Wholesale orders ship under your license. You are the shipper and license holder of record on every wholesale/DTT order, and that's how they appear on your reports.
• Vinoshipper gives you the tools to place and track wholesale orders, but we don't file for, verify, or expand your wholesale privileges the way we do for DTC. Wholesale/DTT compliance stays with you.
• Not every state allows DTT sales. Confirm that both your state and the destination state permit the shipment before you send it.
• If you place a wholesale order without the license that covers it, the compliance risk is yours. Being properly licensed for the transaction is the producer's responsibility.

Note: Not sure whether your license covers a wholesale order? Check with your state regulator, or email customerservice@vinoshipper.com before you ship and we'll help you sort it out.

Create a wholesale customer account

Note: Converting a customer account to wholesale is permanent. It can't be changed back.

New customer

1. Click Customers > Add Customer.
2. Fill in the account information.
3. Once it's created, click Customer type at the bottom of Customer Info.
4. Add the company name if you didn't enter one already.
5. Select the wholesale type.
6. Select the default payment terms, or leave it as No Default.

Convert an existing customer

1. Click Customers > Customer List.
2. Find the customer and click their name to open their profile.
3. Under Customer info, click Customer type.
4. Add the company name if you didn't enter one already.
5. Select the wholesale type.
6. Select the default payment terms, or leave it as No Default.

Wholesale and trade discounts

Set up an automatic discount and it applies whether the account buys through your website or you place the order for them.

1. Click Products > Discounts & Fees.
2. Click + New and choose Automatic Discount.
3. In section 2, select the Audience box, then choose Wholesale.
4. Finish the setup and click Save. For the full walkthrough, see Discounts.

Place an order

Note: Sales tax isn't charged on wholesale orders.

You place the order

1. Click Orders > Place an Order.
2. Add the products to the cart.
3. Click Customer Lookup and select the wholesale account.
4. Add or adjust discounts if you need to.
5. Click Checkout.
6. Enter a shipping address, or select Customer will pick up.
7. Choose credit card, cash, or invoice.

If you choose invoice, the default payment term you set on the account is applied. With no default term, the invoice has no due date. You can change the due date on the order details page, add purchase order details with Modify Order > Edit Purchase Order, and once it's paid, click Modify Order > Mark Invoice Paid.

For printing invoices, see Create and print wholesale invoices.

The account places their own order

Wholesale accounts can buy directly once you have the Vinoshipper product catalog on your website. If that isn't set up yet, start here.

1. Send the buyer to your website. They check out like any other customer.
2. Make sure your wholesale discounts are set up. They apply automatically as long as the buyer checks out with the email address on the account.

Set up a separate product catalog

Use a custom catalog when wholesale accounts should only see some of your products, or when you have products meant only for them.

1. Follow these instructions to create a new product catalog.
2. Add only the products wholesale accounts are allowed to buy.
3. For products meant only for wholesale accounts, hide them from your main catalog:
   1. Click Products > Product List.
   2. Click the product name.
   3. Scroll to Product Settings and switch on Hide on Main Catalog.
   4. Save. The product no longer appears in the main catalog, which is most likely the one on your website.
4. Give wholesale accounts the link to the custom catalog, or build a new webpage around it:
   1. Click Products > Catalogs.
   2. On the new catalog, click </> Show code.
   3. To add it to your website, follow Option 1.
   4. For a link to the Vinoshipper-hosted version, use the button under Option 2 and copy the URL.

Damaged or lost orders

Email customerservice@vinoshipper.com and we'll place the replacement order and follow up with UPS.

Reports

Wholesale orders appear on your reports with the producer listed as the shipper and license holder.

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